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Zettascale Computing Is Coming Using Nvidia's Blackwell Chips!
Yesterday, stock prices initially fell sharply following August's CPI report, but AI fever quickly turned the S&…
Unemployment
30 posts
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The Great Normalization
Oops: Bloomberg reported on Tuesday after the stock market closed, that the Department of Justice (DOJ) had sent Nvidia a…
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The Economic Week Ahead: September 2-6
The shortened week ahead is an important one for labor market indicators. We expect them to show that August'…
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US Economy Still Flying High
Today was a Roaring 2020s kind of day. The DJIA jumped to yet another record high. Stock prices rose even…
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Powell Confirms Fed's Pivot To Rate Cuts. Doesn't Push Back Against Market Expectations.
Fed Chair Jerome Powell was dovish in his Jackson Hole speech today. He didn't hedge. He didn'…
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US Economy Still On Bullish Track
Stock traders took some profits today. They were probably nervous that Fed Chair Jerome Powell will be less dovish tomorrow…
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Don't Sweat Tomorrow's Payroll Revisions
Tomorrow, the Bureau of Labor Statistics (BLS) will release its Quarterly Census of Employment and Wages (QECW) for the 12…
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Consumers Are Still Shopping, Not Dropping
This morning's data tsunami showed that the labor market remains in good shape and is fueling consumer spending.…
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Tough Treasury Auctions Belie Renewed Recession Chatter
US stock prices and bond yields rose today following the release of the latest weekly jobless claims report confirming our…
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The Economic Week Ahead: August 5-9
The week ahead is relatively light in terms of economic reports. It's also light on talking Fed heads.…
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Beryling Toward Rate Cuts
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including their…
